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WisdomTree U.S. Value Fund (WTV)

87.69 +1.22 (+1.42%)
At close: November 21 at 4:00 PM EST

Performance Overview: WTV

Trailing returns as of 11/20/2024. Category is Large Value.

YTD Return

WTV
27.77%
Category
14.80%

1-Year Return

WTV
38.69%
Category
29.70%

3-Year Return

WTV
13.73%
Category
7.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WTV
Category
YTD
18.78%
14.80%
1-Month
0.38%
-0.94%
3-Month
5.29%
2.49%
1-Year
38.19%
29.70%
3-Year
11.12%
7.47%
5-Year
14.45%
10.72%
10-Year
11.79%
9.01%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
WTV
Category
2023
22.34%
11.63%
2022
-8.08%
-5.90%
2021
30.58%
26.22%
2020
6.09%
2.91%
2019
29.70%
25.04%
2018
-8.27%
-8.53%
2017
23.77%
15.94%
2016
7.62%
14.81%

2015
-0.68%
-4.05%
2014
14.47%
10.21%
2013
30.73%
31.21%
2012
11.25%
14.57%
2011
5.13%
-0.75%
2010
14.21%
13.66%
2009
29.43%
24.13%
2008
-41.37%
-37.09%

ETF Summary

The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high "total shareholder yield" and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.

ETF Overview

Category Large Value
Fund Family WisdomTree
Net Assets 396.41M
YTD Daily Total Return 27.77%
Yield 1.64%
Legal Type Exchange Traded Fund

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